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ERP ⇄ CRM

Cin7 to Salesmate integration — real-time, two-way sync

Keep Cin7 and Salesmate in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Cin7 and Salesmate

Close the gap between front office and back office: Salesmate and Cin7 share customers and status in real time, in both directions.

Salesmate holds the customer relationship; Cin7 runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Deals, Activities, Pipelines and Stages, Products in Salesmate with Products, Inventory levels, Sales orders, Purchase orders in Cin7 field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Keep contact segments aligned bi-directionally with an email marketing platform.
  • Push product and pricing data from an ERP or billing system into Salesmate so deals reference current catalog items.
  • Keep customer records aligned between Cin7 and the CRM to remove duplicate account entry.
  • Write purchase orders created in a planning tool back into Cin7 for receiving.

Where Cin7 handles order-to-cash: closed-won flows through

A deal won in Salesmate creates or updates the customer in Cin7 with clean data, so fulfillment and invoicing start without re-entry.

Where Cin7 is the finance system of record: money status on the account

Invoice and payment state from Cin7 shows on the account in Salesmate, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

What you can sync between Cin7 and Salesmate

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Cin7 objects Salesmate objects
Contacts Customers and suppliers, matched to CRM records to keep account data consistent. Deals Pipeline opportunities with stage and value, synced out for revenue reporting.
Branches / locations Warehouse entities that scope every stock movement and order allocation. Activities Calls, emails, and tasks logged against records and exported for analytics.
Stock adjustments and transfers Inventory movements read for audit and reconciliation reporting. Pipelines and Stages Sales process definitions read for stage mapping in syncs.
Credit notes / returns Return documents synced so finance and support see the same refund state. Products Catalog items attached to deals, typically sourced from an ERP or billing system.
Products SKU records with options and pricing, synced with storefront and marketplace catalogs. Notes Free-text records synced for context in support or success tools.
Inventory levels Stock on hand by branch or location, published outward for availability. Users Team member records used for ownership mapping.
What ships with Cin7 ⇄ Salesmate

Connect Cin7 and Salesmate for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Cin7–Salesmate connection.

Real-time

Two-way sync

Changes in Cin7 or Salesmate instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Cin7 or Salesmate data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Cin7 or Salesmate record.

Observability

Monitoring

Track your Cin7 ⇄ Salesmate sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Cin7 and Salesmate.

How the Cin7 and Salesmate connectors work

Cin7

Integration surface
REST API; note that Cin7 Omni and Cin7 Core (formerly DEAR Systems) are separate products with separate APIs
Authentication
API key credentials (paired with a username or account ID, depending on the product)
Change detection
Polling on modified-date filters; webhook support exists on some editions for order and stock events
Capabilities
read · write · webhooks
Rate limits
Subject to per-account API rate limits that differ between Cin7 Omni and Cin7 Core

Salesmate

Integration surface
REST API
Authentication
Access token (API key) sent as a request header
Change detection
Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

How to connect Cin7 to Salesmate — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Cin7 and Salesmate with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Cin7 connected
    Salesmate connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Cin7 and Salesmate objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Cin7 ⇄ Salesmate
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Cin7 Salesmate
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Cin7 and Salesmate integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Cin7 and Salesmate.

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